|
1901
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$5.4M
|
-$33.6K
|
-94
|
-0.6%
|
|
|
1902
|
Integrated Quantitative Investments
Bellevue,
Washington
|
$5.4M
|
+$4.34M
|
+12,145
|
+352%
|
|
|
1903
|
Weatherly Asset Management
Del Mar,
California
|
$5.4M
|
+$476K
|
+1,332
|
+9%
|
|
|
1904
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$5.4M
|
+$459K
|
+1,283
|
+9%
|
|
|
1905
|
Wolff Wiese Magana
Carslbad,
California
|
$5.39M
|
+$16.4K
|
+46
|
+0.3%
|
|
|
1906
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$5.39M
|
-$31.1K
|
-87
|
-0.6%
|
|
|
1907
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.38M
|
+$766K
|
+2,143
|
+16%
|
|
|
1908
|
|
$5.37M
|
+$66.2K
|
+185
|
+1%
|
|
|
1909
|
Summit Securities Group
New York
|
$5.37M
|
-$1.85M
|
-5,168
|
-25%
|
|
|
1910
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$5.36M
|
+$19K
|
+53
|
+0.3%
|
|
|
1911
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$5.35M
|
+$434K
|
+1,214
|
+9%
|
|
|
1912
|
Dudley Capital Management
Middleburg,
Virginia
|
$5.34M
|
-$131K
|
-365
|
-2%
|
|
|
1913
|
Liberty One Investment Management
Libertyville,
Illinois
|
$5.33M
|
-$5.02M
|
-14,033
|
-48%
|
|
|
1914
|
Freedom Day Solutions
Houston,
Texas
|
$5.33M
|
-$182K
|
-508
|
-3%
|
|
|
1915
|
Lighthouse Financial Services
Brea,
California
|
$5.33M
|
+$5.51M
|
+15,403
|
New
|
|
|
1916
|
Garner Asset Management Corp
Plano,
Texas
|
$5.33M
|
+$218K
|
+609
|
+4%
|
|
|
1917
|
Te Ahumairangi Investment Management
Wellington,
New Zealand
|
$5.32M
|
-$2.04M
|
-5,717
|
-27%
|
|
|
1918
|
Waterway Wealth Management
The Woodlands,
Texas
|
$5.32M
|
+$3.17M
|
+8,874
|
+137%
|
|
|
1919
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$5.31M
|
+$117K
|
+326
|
+2%
|
|
|
1920
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$5.3M
|
+$72.6K
|
+203
|
+1%
|
|
|
1921
|
Leo Wealth LLC
Hurst,
Texas
|
$5.3M
|
+$1.78M
|
+4,966
|
+48%
|
|
|
1922
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$5.29M
|
-$787K
|
-2,200
|
-13%
|
|
|
1923
|
Howard Financial Services
Dallas,
Texas
|
$5.29M
|
+$40.1K
|
+112
|
+0.7%
|
|
|
1924
|
Amitell Capital
Singapore
|
$5.27M
|
+$5.44M
|
+15,226
|
New
|
|
|
1925
|
DGS Capital Management
Jersey City,
New Jersey
|
$5.26M
|
+$218K
|
+609
|
+4%
|
|
